As the group’s founder, Walter has helped guide clients through countless market fluctuations and economic changes, since joining the firm in 1984.

From his many experiences, Walter has come to believe that successful financial strategies include three key traits: 1) defined goals, 2) quality investments, and 3) guided and/or professional portfolio management. Rather than focusing on arbitrary benchmarks or exotic products, Walter and his team aim to select sound, stable investments to help clients achieve their long-term financial goals.

“It’s a privilege to assist clients recently referred to us and those we’ve served for 35 years and longer,” Walter points out. “Whether they’re active or retired physicians or business owners, for example, we see clients as people, not portfolios – raising children or visiting grandkids.”

Walter graduated from Lehman College at the City University of New York.
 
An El Paso resident since 1971, Walter is a founding member of the El Paso Holocaust Museum & Study Center and remains a member of its Board of Directors, notably organizing its annual fundraising bike ride, the “Tour De Tolerance.” Walter is also active in the local cycling community and has participated in riding events across the nation, as well as in France. To “relax,” Walter enjoys cycling, photography, taking cruises with his wife, Theresa (a retired Merrill professional), and visiting their three children and six grandchildren.

Margaret was a “goals-based” financial advisor years before it became a popular industry expression. In fact, since 1982, she has helped three generations of Merrill clients identify and prioritize their objectives for themselves, their families, and the greater good.

The way Margaret sees it, clients deserve a highly proactive and professional advisor – one who helps them look toward the future and prepare for likely and unlikely circumstances. For Margaret, superior wealth management goes well beyond risk-managed investing. It requires an advisor’s ability to put a long-term strategy in place that addresses multiple aspects of a client’s financial picture – including insurance, credit and lending, tax efficiency, and estate planning strategies. Margaret also believes in explaining that strategy, so that clients can be disciplined and successful in following it.

Margaret holds a Bachelor of Business Administration degree in Marketing from New Mexico State University. She also holds a place in her heart for serving the El Paso community. A lover of fine arts, Margaret has served on the board of The El Paso Opera and is currently a member of the El Dedon Garden Club. She also supports the El Paso Humane Society, the El Paso Symphony and other local non-profit organizations.

Margaret and her boyfriend, Jaime, spend much of their free time together with her prized Bouvier de Flanders dogs, Dolce and Stormy. Additionally, they hope to become more involved in agility training with their dogs and with service dog training, as well. High energy inside and outside the office, Margaret also enjoys gardening, traveling, gourmet cooking, outdoor activities and pilates.

*Credit and Lending Services are through Bank of America, N.A.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Since arriving at Merrill Lynch Wealth Management in 1996, Jesύs has worked in various roles that developed his perspective in serving an affluent international clientele. Having worked for the firm in international sales – on behalf of institutional clients and ultra-high-net worth families throughout Latin America – he developed a deep understanding of cultures, opportunities and regulations. His experience includes conducting business with central and other banks, insurance companies, corporations, and government entities.

Today, Jesύs helps lead the team in its goals-based approach to serving clients’ very best interests. He explains, “While our ages and backgrounds are diverse, we all embrace accountability and transparency. Clients want us to be straightforward – and we want to them to enjoy their lifestyles and legacies. As hands-on advisors, we help clients avoid emotional financial decisions and remain focused on the defined strategy they’ve agreed upon.”

Jesύs holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Jesus is also a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

Growing up on both sides of the border, Jesύs gained a natural appreciation for varying insights on many issues. Working his way through college, Jesύs earned a BBA degree from Texas Tech University, where he majored in Finance and Economics, and ran cross-country and track. Later, he earned an MBA/MPA at University of Texas, El Paso.

 

Generous with his time, Jesύs is a Better Money Habits Champion at Merrill/Bank of America – sharing financial literacy with individuals by partnering with area organizations. He also is a member of the Rio Grande Economics Association, the El Paso Estate Planning Council, and the Financial Planning Association. An outdoors lover, Jesύs enjoys hiking local and regional mountain trails with his wife, Anabel, and their children.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.